In This Article:

Import Spouses with Constituents

In This Article:

Use Salsa CRM Advanced Import to add constituents and spouses at the same time. The process is the same as for an Import of New Constituent Information. The data must contain a Spouse Import ID and name, which must also be in its own row and it must contain the exact reciprocal Import ID reference to the primary Constituent. It is not necessary to copy Spouse Email or Spouse Phone to the new rows.

Spouse data points that may be imported:

Spouse Import ID*

Spouse Title

Spouse First Name*

Spouse Middle Name

Spouse Last Name*

Spouse Name Suffix

Spouse Nickname

Spouse Maiden Name

Spouse Formal Salutation Override

Spouse Informal Salutation Override

Spouse Addressee Override

Spouse List As Override

Spouse Phone

Spouse Phone Type

Spouse Phone Usage

Spouse Email

* required

In the case of this data file example, add new rows after Row 6 with the Spouse fields transposed into the regular Constituent columns.

Copy the spouse (represented by the Spouse columns) to their own rows.